Altria Group, Inc.
MO- Exchange
- NYSE
- Industry
- Cigarettes
- SEC CIK
- 0000764180
In the last 90 days, Altria Group, Inc. insiders filed 1 open-market purchase and 0 sales; 2,575 institutions reported holding it in 13F filings for Q2 2026, worth $77.1B in total; superinvestors Gardner Russo & Quinn and Maverick Capital hold it.
13F holders, Q1 2024
Institutional positions in Altria Group, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,902
- +41 vs. Q4 2023
- Shares held
- 1.05B
- +47.3M (+4.7%) vs. Q4 2023
- Total value
- $45.9B
- +$5.34B (+13.2%) vs. Q4 2023
- New holders
- 164
- 738 more added
- Sold out
- 123
- 749 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $42.6B |
| Q2 2022 | 1,814 | $44.8B |
| Q1 2022 | 1,920 | $56.2B |
| Q4 2021 | 1,852 | $50.8B |
| Q3 2021 | 1,711 | $49.6B |
| Q2 2021 | 1,753 | $52.4B |
| Q1 2021 | 1,776 | $57.2B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 27,994 | $1.22M | 0.07% | +3,888+16.1% | Added |
| Monograph Wealth Advisors, LLC | 27,429 | $1.22M | 0.18% | +27,429 | New |
| Wetherby Asset Management Inc | 28,072 | $1.22M | 0.06% | −4,367−13.5% | Reduced |
| Spreng Capital Management, Inc. | 28,147 | $1.23M | 0.66% | −5,041−15.2% | Reduced |
| Perigon Wealth Management, LLC | 28,154 | $1.23M | 0.04% | +4,097+17.0% | Added |
| Thrive Capital Management, LLC | 28,272 | $1.23M | 0.66% | +28,272 | New |
| Ziegler Capital Management, LLC | 28,622 | $1.23M | 0.05% | −878−3.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,313 | $1.24M | 0.09% | −61,618−68.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 28,422 | $1.24M | 0.01% | −27,903−49.5% | Reduced |
| Spire Wealth Management | 28,547 | $1.25M | 0.03% | −735−2.5% | Reduced |
| Investment Management Corp of Ontario | 28,596 | $1.25M | 0.04% | −12,800−30.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 28,809 | $1.26M | 0.06% | −1,800−5.9% | Reduced |
| IFP Advisors, Inc | 29,043 | $1.27M | 0.06% | −34,928−54.6% | Reduced |
| Western Wealth Management, LLC | 29,137 | $1.27M | 0.10% | −7,364−20.2% | Reduced |
| Lynch & Associates | 29,149 | $1.27M | 0.29% | −2,090−6.7% | Reduced |
| First Foundation Advisors | 29,199 | $1.27M | 0.05% | −1,404−4.6% | Reduced |
| InterOcean Capital Group, LLC | 29,272 | $1.28M | 0.03% | +7,441+34.1% | Added |
| Buckingham Strategic Partners | 29,643 | $1.29M | 0.04% | +23,505+382.9% | Added |
| HF Advisory Group, LLC | 29,653 | $1.29M | 0.72% | +1,737+6.2% | Added |
| Axq Capital, LP | 29,700 | $1.30M | 0.31% | +9,700+48.5% | Added |
| North Star Asset Management Inc | 29,707 | $1.30M | 0.06% | +425+1.5% | Added |
| Bollard Group LLC | 29,716 | $1.30M | 0.04% | +3,044+11.4% | Added |
| Boothbay Fund Management, LLC | 29,752 | $1.30M | 0.04% | −18,224−38.0% | Reduced |
| Boston Private Wealth LLC | 29,808 | $1.30M | 0.03% | −4,169−12.3% | Reduced |
| Vista Investment Partners LLC | 29,891 | $1.30M | 0.45% | −14,571−32.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 30,341 | $1.32M | 0.63% | +1,415+4.9% | Added |
| Marino, Stram & Associates LLC | 30,347 | $1.32M | 0.31% | −2,148−6.6% | Reduced |
| Kowal Investment Group, LLC | 30,349 | $1.32M | 0.29% | +3,621+13.5% | Added |
| Delta Financial Group, Inc. | 30,373 | $1.32M | 0.39% | +1,165+4.0% | Added |
| Exencial Wealth Advisors, LLC | 30,477 | $1.33M | 0.05% | −3,130−9.3% | Reduced |
| Horizon Investments, LLC | 30,520 | $1.33M | 0.03% | −29−0.1% | Reduced |
| Longfellow Investment Management Co LLC | 30,809 | $1.34M | 0.30% | +236+0.8% | Added |
| Brandywine Trust Co | 30,814 | $1.34M | 0.23% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 31,164 | $1.36M | 0.22% | +2,319+8.0% | Added |
| CSS LLC | 31,200 | $1.36M | 0.11% | −8,000−20.4% | Reduced |
| Valicenti Advisory Services Inc | 31,196 | $1.36M | 0.38% | +290+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 31,245 | $1.36M | 0.06% | +5,710+22.4% | Added |
| Moloney Securities Asset Management, LLC | 31,582 | $1.38M | 0.21% | +323+1.0% | Added |
| International Assets Investment Management, LLC | 97,746 | $1.39M | 0.15% | −450.0% | Reduced |
| Botty Investors LLC | 31,267 | $1.39M | 0.58% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 31,986 | $1.40M | 0.77% | −662−2.0% | Reduced |
| Caldwell Trust Co | 32,063 | $1.40M | 0.16% | −658−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 32,163 | $1.40M | 0.02% | −1,431−4.3% | Reduced |
| Icon Wealth Advisors, LLC | 32,317 | $1.41M | 0.13% | +22,731+237.1% | Added |
| Cullinan Associates Inc | 32,377 | $1.41M | 0.08% | −5,034−13.5% | Reduced |
| GM Advisory Group, Inc. | 32,551 | $1.42M | 0.10% | −5,775−15.1% | Reduced |
| Bleakley Financial Group, LLC | 32,591 | $1.42M | 0.04% | +95+0.3% | Added |
| Kavar Capital Partners Group, LLC | 32,637 | $1.42M | 0.26% | −29,137−47.2% | Reduced |
| Veriti Management LLC | 32,685 | $1.43M | 0.11% | +11,779+56.3% | Added |
| Jump Financial, LLC | 32,723 | $1.43M | 0.04% | +32,723 | New |
| Means Investment Co., Inc. | 32,757 | $1.43M | 0.18% | −2,236−6.4% | Reduced |
| Shell Asset Management Co | 31,506 | $1.44M | 0.07% | −26,947−46.1% | Reduced |
| King Luther Capital Management Corp | 32,920 | $1.44M | 0.01% | +209+0.6% | Added |
| WP Advisors, LLC | 33,263 | $1.45M | 0.48% | +4,111+14.1% | Added |
| Wealthspire Advisors, LLC | 33,387 | $1.46M | 0.02% | −2,637−7.3% | Reduced |
| Greenleaf Trust | 33,474 | $1.46M | 0.01% | +278+0.8% | Added |
| Fulton Bank, N.A. | 33,569 | $1.46M | 0.06% | −4,955−12.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 33,619 | $1.47M | 0.11% | +19,158+132.5% | Added |
| Lazari Capital Management, Inc. | 33,787 | $1.47M | 0.80% | −1,633−4.6% | Reduced |
| Next Level Private LLC | 33,803 | $1.47M | 0.68% | +284+0.8% | Added |
| Ashton Thomas Private Wealth, LLC | 33,842 | $1.48M | 0.08% | +1,432+4.4% | Added |
| Landscape Capital Management, L.L.C. | 33,869 | $1.48M | 0.13% | −193,843−85.1% | Reduced |
| CMG Global Holdings, LLC | 34,237 | $1.49M | 1.03% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 34,454 | $1.50M | 0.40% | −96−0.3% | Reduced |
| Salem Investment Counselors Inc | 34,286 | $1.53M | 0.05% | −8,528−19.9% | Reduced |
| Range Financial Group LLC | 35,148 | $1.53M | 0.80% | +4,479+14.6% | Added |
| Northeast Financial Consultants Inc | 35,287 | $1.54M | 0.08% | −525−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 35,443 | $1.55M | 0.04% | +17,499+97.5% | Added |
| Balentine LLC | 35,587 | $1.55M | 0.05% | +12,069+51.3% | Added |
| RSM US Wealth Management LLC | 35,625 | $1.55M | 0.04% | −5,511−13.4% | Reduced |
| Coldstream Capital Management Inc | 35,632 | $1.55M | 0.04% | −2,151−5.7% | Reduced |
| Paradigm Asset Management Co LLC | 35,800 | $1.56M | 0.40% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 36,223 | $1.57M | 0.19% | +36,223 | New |
| Weinberger Asset Management, Inc | 35,997 | $1.57M | 0.76% | −229−0.6% | Reduced |
| SageView Advisory Group, LLC | 36,231 | $1.58M | 0.09% | −3,039−7.7% | Reduced |
| FineMark National Bank & Trust | 36,300 | $1.58M | 0.06% | +394+1.1% | Added |
| IHT Wealth Management, LLC | 36,338 | $1.59M | 0.06% | +1,979+5.8% | Added |
| Colonial River Wealth Management, LLC | 36,460 | $1.59M | 0.90% | +226+0.6% | Added |
| TCW Group Inc | 36,500 | $1.59M | 0.02% | −4,110−10.1% | Reduced |
| Bluefin Capital Management, LLC | 36,637 | $1.60M | 0.26% | +36,637 | New |
| TrimTabs Asset Management, LLC | 36,720 | $1.60M | 0.40% | +5,543+17.8% | Added |
| Hohimer Wealth Management, LLC | 36,790 | $1.60M | 0.38% | +143+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 36,807 | $1.61M | 0.02% | −3,267−8.2% | Reduced |
| Wesbanco Bank Inc | 36,980 | $1.61M | 0.06% | +12,040+48.3% | Added |
| Ferguson Wellman Capital Management, Inc | 37,186 | $1.62M | 0.03% | −11,586−23.8% | Reduced |
| Essex Financial Services, Inc. | 37,206 | $1.62M | 0.15% | +574+1.6% | Added |
| Investors Asset Management of Georgia Inc | 37,236 | $1.62M | 0.76% | −1,150−3.0% | Reduced |
| EP Wealth Advisors, LLC | 37,277 | $1.63M | 0.02% | +3,151+9.2% | Added |
| Washington Trust Bank | 37,683 | $1.64M | 0.16% | +358+1.0% | Added |
| Sound View Wealth Advisors Group, LLC | 38,076 | $1.66M | 0.18% | −39,191−50.7% | Reduced |
| FNY Investment Advisers, LLC | 38,300 | $1.67M | 1.09% | +11,886+45.0% | Added |
| Steel Peak Wealth Management LLC | 37,514 | $1.67M | 0.09% | +12,005+47.1% | Added |
| Csenge Advisory Group | 38,378 | $1.67M | 0.09% | +709+1.9% | Added |
| J.W. Cole Advisors, Inc. | 38,500 | $1.68M | 0.08% | −2,396−5.9% | Reduced |
| Fisher Asset Management, LLC | 38,659 | $1.69M | 0.00% | −5,261−12.0% | Reduced |
| Affinity Investment Advisors, LLC | 38,727 | $1.69M | 1.23% | +2,652+7.4% | Added |
| Welch Group, LLC | 38,886 | $1.70M | 0.08% | +43+0.1% | Added |
| Aviance Capital Partners, LLC | 38,896 | $1.70M | 0.25% | +1,386+3.7% | Added |
| Stolper Co | 39,039 | $1.70M | 0.61% | +5,174+15.3% | Added |
| Public Sector Pension Investment Board | 39,177 | $1.71M | 0.01% | −1,200−3.0% | Reduced |